+3,310.8%
PWR vs BLK
+12,788.7%
-9,477.9%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -0.9% |
| 7D | -0.2% | -5.2% | +5.0% | +2.5% |
| 30D | -7.7% | -7.0% | -0.7% | -4.5% |
| 3M | -4.9% | +5.7% | -10.6% | -8.3% |
| 6M | +9.7% | +11.0% | -1.3% | +3.0% |
| YTD | +46.7% | +0.9% | +45.8% | +43.6% |
| 1Y | +58.7% | -1.6% | +60.3% | +57.1% |
| 3Y | +200.7% | +64.5% | +136.3% | +127.9% |
| 5Y | +438.6% | +30.9% | +407.7% | +349.6% |
| 10Y | +2,392.1% | +275.1% | +2,117.0% | +1,101.1% |
| All | +3,310.8% | +12,788.7% | -9,477.9% | +572.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded BLK wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling